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Investment Insights. Stay Ahead.

By The Oregon Group

Nickel
EV Market – News Highlights for the Quarter
Huge investments, soaring battery metals prices, an ongoing EV arms race… here are some news highlights from Q1 of this year: Tesla Still on Top: Record-breaking deliveries including over 310,000 vehicles shipped in Q1 alone. Massive Nickel Price Spikes: Nickel...
Nickel
Nickel Market Struggles as London Metal Exchange Faces Liquidity Crisis
Nickel Market Struggles as London Metal Exchange Faces Liquidity Crisis
The London Metal Exchange (LME) is grappling with a severe decline in nickel trading volumes following an historic short squeeze, which has triggered concerns over the market's liquidity. Despite efforts to resume trading, nickel has remained largely stagnant, with minimal...
Nickel
Philipino Nickel Production this Year
Philipino Nickel Production this Year
The Philippines is gearing up for a busy year with around 12 new mines expected to kick off. Unsurprisingly, most of them will be cranking out nickel. Unlike the grandiose but overall ineffective critical minerals statements that come out of...
Nickel
Canada Raising its Battery Game?
Canada Raising its Battery Game?
Thanks to the US auto industry business model, Canada’s role in automaking is worth a cool $10 billion per year. As the world shifts gears and powers towards an EV future, the Canadian government has decided it wants to own...
Nickel
LME Suspends Trading; Cancels Transactions
LME Suspends Trading; Cancels Transactions
The London Metal Exchange (LME) has suspended trading in the nickel market due to an unprecedented spike in prices. The surge in nickel prices, driven by concerns about supplies from Russia, led to brokers struggling to pay margin calls against...
Nickel
Russian Sanctions and Nickel Price Spikes
Russian Sanctions and Nickel Price Spikes
Nickel prices just shot up 30%, hitting levels we haven’t seen since 2007. That’s what happens when the West starts talking about new sanctions on a country that supplies about 10% of the world’s nickel. New sanctions, potential bans on...
Nickel
Looks Like Everyone Wants a Nickel Flavored Battery These Days
Looks Like Everyone Wants a Nickel Flavored Battery These Days
If you’ve been following the EV market at all you’ll know that sales in 2021 saw massive growth compared to the previous year. You’ll also no doubt be aware that all of those batteries have been driving enormous demand for...
Nickel
Another Push for Deep Sea Nickel Mining
Another Push for Deep Sea Nickel Mining
This time it’s a U.S. Senator (Senator Lisa Murkowski of Alaska) who is pushing to unlock the seabed for mining.  As reported by Reuters, Murkowski is pushing the Biden Administration for details on how the U.S. plans to tap into...
Nickel
No Wonder Musk Wants so Much Nickel
No Wonder Musk Wants so Much Nickel
A great piece on mining.com comparing Tesla, VW, and BYD on a bunch of metrics.  Unsurprisingly, with its $trillion market cap, Tesla is stomping the competition on multiple levels. The Model 3, which sells for 10-times the price of entry...
Nickel
Global Energy Storage Set to Grow 20-Fold by 2030
Global Energy Storage Set to Grow 20-Fold by 2030
We covered residential battery storage last month but how about the bigger picture?  According to a recent forecast from BloombergNEF, total energy storage installations are expected to hit 358 gigawatts (1,028 gigawatt-hours) by the end of 2030.  For some context,...
Nickel
Falling Battery Prices Perhaps Soon to Rise?
Falling Battery Prices Perhaps Soon to Rise?
Last year saw another drop in lithium-ion battery prices dropped. According to BloombergNEF, the average price fell 6% from the previous year landing at $132 per kilowatt-hour. For fun, can you guess the price back in 2010? The answer is...
Nickel
The Residential Battery Storage Market
The Residential Battery Storage Market
A lot of people still see residential battery storage as a niche technology for off-gridder or wealth, tech-savvy homeowners. However, in the U.S., installations of home battery systems more than doubled from 2020 to 2021, according to analysts at Wood...
Nickel
The Nickel Market Deficit
The Nickel Market Deficit
This week, prices for nickel shot up to levels not seen in a decade. Why? It’s the perfect storm you get when tightening global supply collides with red-hot demand from consumers – in this case EV manufacturers. The surge is...
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The Oregon Group

The Oregon Group is an investment research team focused on critical minerals, mining, energy and geopolitics.

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By The Oregon Group

Nickel
EV Market – News Highlights for the Quarter
EV Market – News Highlights for the Quarter
Huge investments, soaring battery metals prices, an ongoing EV arms race… here are some news highlights from Q1 of this year: Tesla Still on Top: Record-breaking deliveries including over 310,000 vehicles shipped in Q1 alone. Massive Nickel Price Spikes: Nickel...
Nickel
Nickel Market Struggles as London Metal Exchange Faces Liquidity Crisis
Nickel Market Struggles as London Metal Exchange Faces Liquidity Crisis
The London Metal Exchange (LME) is grappling with a severe decline in nickel trading volumes following an historic short squeeze, which has triggered concerns over the market's liquidity. Despite efforts to resume trading, nickel has remained largely stagnant, with minimal...
Nickel
Philipino Nickel Production this Year
Philipino Nickel Production this Year
The Philippines is gearing up for a busy year with around 12 new mines expected to kick off. Unsurprisingly, most of them will be cranking out nickel. Unlike the grandiose but overall ineffective critical minerals statements that come out of...
Nickel
Canada Raising its Battery Game?
Canada Raising its Battery Game?
Thanks to the US auto industry business model, Canada’s role in automaking is worth a cool $10 billion per year. As the world shifts gears and powers towards an EV future, the Canadian government has decided it wants to own...
Nickel
LME Suspends Trading; Cancels Transactions
LME Suspends Trading; Cancels Transactions
The London Metal Exchange (LME) has suspended trading in the nickel market due to an unprecedented spike in prices. The surge in nickel prices, driven by concerns about supplies from Russia, led to brokers struggling to pay margin calls against...
Nickel
Russian Sanctions and Nickel Price Spikes
Russian Sanctions and Nickel Price Spikes
Nickel prices just shot up 30%, hitting levels we haven’t seen since 2007. That’s what happens when the West starts talking about new sanctions on a country that supplies about 10% of the world’s nickel. New sanctions, potential bans on...
Nickel
Looks Like Everyone Wants a Nickel Flavored Battery These Days
Looks Like Everyone Wants a Nickel Flavored Battery These Days
If you’ve been following the EV market at all you’ll know that sales in 2021 saw massive growth compared to the previous year. You’ll also no doubt be aware that all of those batteries have been driving enormous demand for...
Nickel
Another Push for Deep Sea Nickel Mining
Another Push for Deep Sea Nickel Mining
This time it’s a U.S. Senator (Senator Lisa Murkowski of Alaska) who is pushing to unlock the seabed for mining.  As reported by Reuters, Murkowski is pushing the Biden Administration for details on how the U.S. plans to tap into...
Nickel
No Wonder Musk Wants so Much Nickel
No Wonder Musk Wants so Much Nickel
A great piece on mining.com comparing Tesla, VW, and BYD on a bunch of metrics.  Unsurprisingly, with its $trillion market cap, Tesla is stomping the competition on multiple levels. The Model 3, which sells for 10-times the price of entry...
Nickel
Global Energy Storage Set to Grow 20-Fold by 2030
Global Energy Storage Set to Grow 20-Fold by 2030
We covered residential battery storage last month but how about the bigger picture?  According to a recent forecast from BloombergNEF, total energy storage installations are expected to hit 358 gigawatts (1,028 gigawatt-hours) by the end of 2030.  For some context,...
Nickel
Falling Battery Prices Perhaps Soon to Rise?
Falling Battery Prices Perhaps Soon to Rise?
Last year saw another drop in lithium-ion battery prices dropped. According to BloombergNEF, the average price fell 6% from the previous year landing at $132 per kilowatt-hour. For fun, can you guess the price back in 2010? The answer is...
Nickel
The Residential Battery Storage Market
The Residential Battery Storage Market
A lot of people still see residential battery storage as a niche technology for off-gridder or wealth, tech-savvy homeowners. However, in the U.S., installations of home battery systems more than doubled from 2020 to 2021, according to analysts at Wood...
Nickel
The Nickel Market Deficit
The Nickel Market Deficit
This week, prices for nickel shot up to levels not seen in a decade. Why? It’s the perfect storm you get when tightening global supply collides with red-hot demand from consumers – in this case EV manufacturers. The surge is...
Picture of The Oregon Group

The Oregon Group

The Oregon Group is an investment research team focused on critical minerals, mining, energy and geopolitics.

Follow for more

Twitter Linkedin Youtube Rss

Stay Ahead

Subscribe and get today’s market and industry trends delivered to you in real-time.

[mepr-membership-registration-form id="4595"]
Jan 15, 2026
Trump orders negotiations with foreign suppliers on critical mineral imports, warns tariffs if deals stall
Jan 12, 2026
Can nickel prices hit $25,000 in 2026?
Jan 08, 2026
Tokenized Assets: The Next Frontier For Corporate Treasuries

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